CSMD vs OSEA
Comparison between CONGRESS SMID GROWTH ETF (CSMD, ETF) and HARBOR INTERNATIONAL COMPOUNDERS ETF (OSEA, ETF).
CSMD vs OSEA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CSMD
$489M
OSEA
$487M
Expense Ratio
CSMD
0.68%
Winner
OSEA
0.55%
Max Drawdown
CSMD
22.54%
Winner
OSEA
18.55%
Sharpe Ratio
Winner
CSMD
0.29
OSEA
-0.08
5Y Beta
CSMD
1.08
Winner
OSEA
0.76
P/E Ratio
CSMD
4.70
OSEA
N/A
Forward P/E
CSMD
24.31
OSEA
N/A
5Y EPS CAGR
CSMD
20.12%
OSEA
N/A
Debt to Equity
CSMD
-1.99%
OSEA
N/A
P/S Ratio
CSMD
3.50
OSEA
N/A
P/B Ratio
CSMD
5.41
OSEA
N/A
CSMD vs OSEA - Holdings Comparison
CSMD and OSEA have 1 common holdings. Overlap is -0.01%
CSMD's top 25 holdings weight is 67.59%. OSEA's top 25 holdings weight is 90.60%.
| Rank | CSMD | OSEA |
|---|---|---|
| #1 | CURTISS-WRIGHT CORP (CW) - 4.26% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 6.91% |
| #2 | RUBRIK INC CLASS A SHARES (RBRK) - 3.95% | ASML HOLDING NV (n/a) - 6.09% |
| #3 | VALMONT INDUSTRIES INC (VMI) - 3.79% | SIEMENS AG (n/a) - 4.62% |
| #4 | CARPENTER TECHNOLOGY CORP (CRS) - 3.76% | HOYA CORP (n/a) - 4.33% |
| #5 | NVENT ELECTRIC PLC (NVT) - 3.69% | ASTRAZENECA PLC (AZN:XLON) - 4.05% |
| #6 | RAMBUS INC (RMBS) - 3.05% | HDFC BANK LTD ADR (HDB) - 3.98% |
| #7 | STERLING INFRASTRUCTURE INC (STRL) - 2.99% | CONTEMPORARY AMPEREX TECHN H COMMON STOCK CNY1.0 (n/a) - 3.91% |
| #8 | AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.84% | SCHNEIDER ELECTRIC SE (n/a) - 3.89% |
| #9 | REPLIGEN CORP (RGEN) - 2.82% | AIA GROUP LTD (n/a) - 3.82% |
| #10 | LIGAND PHARMACEUTICALS INC (LGND) - 2.67% | DEUTSCHE BOERSE AG (n/a) - 3.78% |
| #11 | HALOZYME THERAPEUTICS INC (HALO) - 2.53% | SSE PLC (n/a) - 3.50% |
| #12 | NOVANTA INC (NOVT) - 2.51% | NESTLE SA (n/a) - 3.46% |
| #13 | MEDPACE HOLDINGS INC (MEDP) - 2.50% | PROSUS NV ORDINARY SHARES CLASS N (n/a) - 3.46% |
| #14 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.49% | LINDE PLC (LIN) - 3.42% |
| #15 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 2.46% | TESCO PLC (n/a) - 3.30% |
| #16 | ENTEGRIS INC (ENTG) - 2.35% | ASSA ABLOY AB CLASS B (n/a) - 3.23% |
| #17 | UFP TECHNOLOGIES INC (UFPT) - 2.30% | GALDERMA GROUP AG COMMON STOCK CHF.01 (n/a) - 3.12% |
| #18 | PJT PARTNERS INC CLASS A (PJT) - 2.25% | SAP SE (n/a) - 3.02% |
| #19 | DUTCH BROS INC CLASS A (BROS) - 2.25% | KEYENCE CORP (n/a) - 2.87% |
| #20 | UMB FINANCIAL CORP (UMBF) - 2.10% | COMPASS GROUP PLC (n/a) - 2.87% |
| #21 | STERIS PLC (STE) - 2.03% | L'OREAL SA (n/a) - 2.83% |
| #22 | MIRION TECHNOLOGIES INC ORDINARY SHARES CLASS A (MIR) - 2.02% | MERCADOLIBRE INC (MELI) - 2.76% |
| #23 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.01% | RELX PLC (n/a) - 2.71% |
| #24 | BOOT BARN HOLDINGS INC (BOOT) - 2.01% | VINCI SA (n/a) - 2.38% |
| #25 | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 1.96% | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.29% |
| Total Holdings | 49 | 38 |
CSMD vs OSEA - Historical Returns
Returns include dividend reinvestment.
1M
CSMD
-3.14%
Winner
OSEA
-1.66%
3M
Winner
CSMD
+3.35%
OSEA
-3.64%
6M
Winner
CSMD
-0.66%
OSEA
-3.80%
1Y
Winner
CSMD
+7.76%
OSEA
-0.91%
Max(CAGR)
Winner
CSMD
+11.28%
OSEA
+11.24%
CSMD vs OSEA - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | CSMD | OSEA |
|---|---|---|
| 2026 | +5.95% | -3.48% |
| 2025 | +6.34% | +18.62% |
| 2024 | +14.07% | +1.02% |
| 2023 | +6.44% | +19.81% |
| 2022 | N/A | +9.76% |
CSMD vs OSEA Drawdown Comparison
The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.
The maximum drawdown for OSEA was -18.14%, occurring on Apr 8, 2025. Recovery took 173 trading sessions.
The current CSMD drawdown is -6.62%. The current OSEA drawdown is -6.89%.
| Rank | CSMD | OSEA |
|---|---|---|
| #1 | -22.54% Jan 22, 2025 - Jul 25, 2025 | -18.14% Sep 26, 2024 - Jun 6, 2025 |
| #2 | -14.79% Jan 22, 2026 - Jun 2, 2026 | -14.51% Jul 18, 2023 - Dec 19, 2023 |
| #3 | -13.85% Sep 1, 2023 - Dec 14, 2023 | -12.31% Sep 12, 2022 - Nov 10, 2022 |
| #4 | -11.08% Oct 27, 2025 - Jan 16, 2026 | -11.08% Feb 25, 2026 - May 6, 2026 |
| #5 | -9.08% Mar 28, 2024 - Jul 16, 2024 | -8.77% Jul 12, 2024 - Aug 30, 2024 |
| #6 | -8.97% Jul 16, 2024 - Nov 6, 2024 | -6.92% Feb 3, 2023 - Mar 30, 2023 |
| #7 | -6.90% Dec 4, 2024 - Jan 21, 2025 | -6.89% May 6, 2026 - Jul 23, 2026 |
| #8 | -6.62% Jun 30, 2026 - Jul 23, 2026 | -6.77% Mar 7, 2024 - May 15, 2024 |
| #9 | -5.43% Nov 11, 2024 - Nov 25, 2024 | -6.30% Dec 14, 2022 - Jan 12, 2023 |
| #10 | -4.65% Sep 18, 2025 - Oct 24, 2025 | -5.90% Oct 27, 2025 - Jan 5, 2026 |
| #11 | -4.54% Dec 28, 2023 - Feb 8, 2024 | -5.57% Jul 23, 2025 - Oct 2, 2025 |
| #12 | -4.26% Jun 4, 2026 - Jun 15, 2026 | -5.05% Aug 30, 2024 - Sep 26, 2024 |
| #13 | -2.19% Jul 29, 2025 - Aug 12, 2025 | -4.96% Jun 15, 2023 - Jul 17, 2023 |
| #14 | -2.08% Aug 13, 2025 - Aug 27, 2025 | -4.37% Dec 27, 2023 - Feb 1, 2024 |
| #15 | -2.02% Mar 7, 2024 - Mar 20, 2024 | -3.93% May 15, 2024 - Jun 6, 2024 |
Correlation
Correlation between CSMD and OSEA is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2022 - 2025)
CSMD vs OSEA dividend yield comparison.
| Year | CSMD | OSEA |
|---|---|---|
| 2025 | 0.00% | 1.24% |
| 2024 | 0.40% | 0.51% |
| 2023 | 0.02% | 0.65% |
| 2022 | 0.00% | 0.11% |
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